Caption Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Hold	0	–	–	–	601
2024 Q1	–	Hold	0	–	–	–	648
2018 Q3	–	Sell	-5,000	Closed	-$114K	–	284
2018 Q2	$114K	Buy	+5,000	New	+$114K	0.01%	146